SEC 13F Intelligence

Paradigm Financial Advisors, LLC / VBK

Paradigm Financial Advisors, LLC’s Vanguard Index Fds Position

Does Paradigm Financial Advisors, LLC own Vanguard Index Fds (VBK)? Yes18.3K shares worth $5M (+1.14% of its 13F portfolio) as of Q4 2021, up from 17.6K shares the prior filed quarter.

Position Value
$5M
Q4 2021
Shares
18.3K
% of Portfolio
+1.14%
Quarters Held
13
currently held

Position History VBK

Reported value by quarter
Q4 ’18: $227,000Q4 ’18Q1 ’19: $277,000Q2 ’19: $586,000Q2 ’19Q3 ’19: $526,000Q4 ’19: $582,000Q4 ’19Q1 ’20: $9MQ2 ’20: $13MQ2 ’20Q3 ’20: $12MQ4 ’20: $12MQ4 ’20Q1 ’21: $5MQ2 ’21: $6MQ2 ’21Q3 ’21: $5MQ4 ’21: $5MQ4 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202118.3K$5M+1.14%
Q3 202117.6K$5M+1.14%
Q2 202119.8K$6M+1.28%
Q1 202119.4K$5M+1.30%
Q4 202043.0K$12M+3.11%
Q3 202054.3K$12M+3.31%
Q2 202063.1K$13M+4.00%
Q1 202061.7K$9M+3.44%
Q4 20192.9K$582,000+0.20%
Q3 20192.9K$526,000+0.21%
Q2 20193.1K$586,000+0.22%
Q1 20191.5K$277,000+0.10%
Q4 20181.5K$227,000+0.10%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Paradigm Financial Advisors, LLC’s full portfolio or all institutional holders of VBK.